Directory · CA
Financial Services in Canada
A register of firms and the professionals working at them in the Financial Services sector based in Canada. Browse the public index, then filter or export on Kipplo.
Companies
8.7K on file
Mortgage Intelligence
CANADA'S MORTGAGE EXPERTS Mortgage Intelligence, along with affiliated company Invis, is one of the largest and most respected national mortgage brokerages in Canada, with Mortgage Consultants across the country, in every province, with representation in small and large cities; urban and rural areas. The company has a strong history of success: • Over $158 Billion in total mortgage originations • Over clients have trusted us with their mortgage • With diversified business lines: • Residential Mortgages • Commercial Mortgages • Mortgage Life, Disability and Critical Illness Insurance • Home and Auto Insurance • Credit Cards • In partnership with over 50 lenders, including major banks, credit unions, trust and insurance companies, and other national, regional and private lenders • Helping Canadians achieve their home ownership goals since 1989 • Proud member of M3 Mortgage Group • #1 non-bank mortgage originator in Canada • brokers • $44 billion in annual mortgage volumes • Diversified family of 5 mortgage brands • Full spectrum of providers, products, and solutions • Mission - position brokers as the consumer's best ally • "Technology Driven, Customer Obsessed" success mantra If you are interested in joining our Mortgage Brokerage Family, please go to We look forward to speaking with you!
1001 to 5000 staff
Multi-Prets Hypotheques Mortgage
Chef de file en courtage hypothécaire depuis plus de 25 ans, Multi-Prêts Hypothèques met son expertise au service de tout client à la recherche d'un prêt hypothécaire résidentiel, quels que soient ses besoins et ce, partout au pays. Nous accompagnons le client afin qu'il puisse obtenir le meilleur produit hypothécaire en lui donnant accès, sans frais, à une gamme de produits offerts en partenariat avec des institutions financières dont certaines sont exclusives aux courtiers. La mission que poursuit Multi-Prêts Hypothèques est avant tout d'offrir un service hors-pair à sa clientèle, en toute transparence, en toute intégrité et avec professionnalisme. As the leader in the mortgage brokerage industry for more than 25 years, Multi-Prêts Mortgage Broker puts its expertise at the service of any consumer across the country searching for a residential mortgage loan, whatever the needs might be. We walk hand in hand with our clients in order to get them the best mortgage product by giving them access, free of charge, to a wide range of products offered in partnership with financial institutions, some of which are available exclusively through brokers. Multi-Prêts Mortgage Broker’ mission is to provide outstanding service to our clientele with openness, integrity and professionalism.
501 to 1000 staff
Nanopay Corporation
nanopay is a global payments technology company offering payment and liquidity management products for businesses and banks. Our technology differentiates us. Our platform is built on a next-generation Centralized Ledger Technology (CLT) that improves throughput, simplifies governance, and reduces cost. Our mission inspires us. Our long-term goal is to lead the world’s transition to digital cash.
11 to 50 staff
National Bank Direct Brokerage
Why pay when it’s free? Investing with National Bank Direct Brokerage means dealing with one of the best direct brokerage firms in Canada without paying commission fees. We are the first bank-owned Canadian direct broker to offer $0 commission pricing, in addition to offering a complete and competitive brokerage solution. Our platform allows you to easily trade, plan and take control of your investment decisions with the support of a dedicated team of specialists, advanced technology and sophisticated tools. Education is our priority, which is why we offer webinars, tutorials and articles that can help you create and implement your self-directed investing strategy. Whether you're an active investor or new and ready to invest, National Bank Direct Brokerage has everything you need to help you achieve your goals. For more information on our services, visit National Bank Direct Brokerage at nbdb.ca
51 to 200 staff
Neo Financial
Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of their future. We’re reimagining spending, savings, investments, and mortgages with intuitive, accessible financial tools that help customers get more value out of every dollar they earn, save, and spend. Recognized as Canada’s #1 Startup by LinkedIn for two years in a row, we work with local retailers, large enterprises, and financial institutions to transform the future of financial services. Interested in working at Neo? Join us as we continue to lead the way in the future of finance.
501 to 1000 staff
Nesto
nesto is on a mission to offer a positive, empowering and transparent property financing experience, simplified from start to finish. Powered by the most advanced technology, we screen the whole market in seconds to find the most affordable mortgage while our commission-free experts provide you with unbiased support along the process. Simply, welcome to the bright future of home buying.
501 to 1000 staff
Newport Private Wealth
Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast. Having money means more choices and more decisions. Investment decisions are only part of what’s needed to preserve and enhance wealth. It’s also about taking a wide angle view—on all issues that impact your net worth and your well being. And it’s about knowing you’re getting the best advice, from financial advisors you trust to work in your best interests. Since 2001 Newport Private Wealth has helped hundreds of high-net-worth Canadian families protect and enhance wealth through professional investment management and wealth management. Its services are delivered through a team of multi-disciplined professionals who have expertise in discretionary investment management, financial planning, insurance and estate planning and corporate finance. Newport Private Wealth’s investment platform is unique for its exceptional diversification in 13 asset categories and access to independent specialized expertise. Independent managers are retained for specific asset classes. These factors provide stability and generate returns that are less dependent on the stock market. Newport Private Wealth manages over $6.0 billion of assets on behalf of several hundred client families with diverse wealth interests.
51 to 200 staff
Nicola Wealth
Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and private equity. Today, Nicola Wealth is one of the largest independent (non-bank) private investment counselling firms in Canada, with approximately $16.8 billion of assets under management as of Jan 1, 2025. For more information, please visit Nicola Wealth Management Ltd.(Nicola Wealth) is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required securities commissions.
501 to 1000 staff
Northwood Mortgage Ltd. Lic 10349
Reimagine your Mortgage experience with Northwood Mortgage! We're one of the GTA’s largest brokerage firms. We provide unmatched mortgage funding and investment services. We staff over 100 Agents and Brokers. When other companies say no to lending, we look to find a way to say yes."Whatever your Mortgage needs. we can help!" Call 257-8130 today! Broker Lic # 10349 Toll-Free Email: info@northwoodmortgage.com
51 to 200 staff
Novacap
À propos de Novacap Fondée en 1981, Novacap est un chef de file canadien dans le domaine du placement privé, avec plus de 10 milliards $ d'actifs sous gestion, qui a investi dans plus de 90 sociétés et réalisé plus de 140 acquisitions subséquentes. Appliquant son approche sectorielle depuis 2007 dans les secteurs des TMT, Industries et récemment des Services Financiers, l'expertise opérationnelle approfondie de Novacap dans ces domaines peut accélérer la croissance des sociétés et créer de la valeur à long terme. Comptant sur des équipes d'investissement et d'opérations expérimentées et spécialisées ainsi que sur des ressources financières considérables, Novacap possède la capacité et les avantages requis afin de bâtir des entreprises de classe mondiale. Novacap a des bureaux à Brossard, au Québec ainsi qu'à Toronto, en Ontario. Pour plus de renseignements, visitez About Novacap Founded in 1981, Novacap is a leading Canadian private equity firm with more than C$10B of AUM that has invested in more than 90 platform companies and completed more than 140 add-on acquisitions. Applying its sector-focused approach since 2007 in TMT, Industries and now Financial Services, Novacap's deep domain expertise can accelerate company growth and create long-term value. With experienced, dedicated investment and operations teams as well as substantial funding, Novacap has the resources and knowledge to build world-class businesses. Novacap has offices in Brossard, Quebec and Toronto, Ontario. For more information, please visit
51 to 200 staff
Odyssey Trust Company
Odyssey Trust Company makes things simple, fast, and easy for our clients. We are a leading North American SEC-registered transfer agent and trust company known for the expertise of our team, our personalized service, our paperless solutions, and our commitment to move quickly on client requests. With offices in the US and Canada, and as both a CDS participant and DTC Fast Agent, we are one of the only transfer agents that work with clients on both sides of the border seamlessly. Odyssey has a client base of more than 1,300 issuers, an expert team of over 140 people, and assets in trust in excess of $60B. We take pride in the strength of our team and the peace of mind we provide to our clients. To learn more, please visit
51 to 200 staff
Onevest
OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.
51 to 200 staff
Opb Ontario Pension Board
Ontario Pension Board (OPB) is the administrator of the Public Service Pension Plan, a major defined benefit pension plan, sponsored by the Government of Ontario. Our membership is comprised of certain employees of the provincial government and its agencies, boards, and commissions. With $34 billion in assets and over 100, active, deferred, and retired members and survivors, the PSPP is one of Canada’s largest pension plans. It’s also one of the country’s oldest pension plans that has been delivering guaranteed pension since the early 1920s. Our Mission: Advise & Protect for the future of the PSPP and its stakeholders. Our Vision: OPB is a premier pension delivery organization and a trusted advisor to all our stakeholders, whose effectiveness delivers sustainability for the PSPP. Our Purpose: Reassuring things happen when we look after each other and work together in common cause. Over the course of their working lives, our public-servant clients support strong and sustainable communities across Ontario. We understand the importance of helping others build toward a strong and sustainable future. Through our Advise & Protect mission, we assist our clients to effectively plan for a retirement with security and dignity – a retirement in which they can thrive and continue contributing to their communities. Our team of diverse professionals supports every stage of our clients’ careers, ensuring the pensions they have earned are protected along the way through strategic and prudent fiscal oversight. Our commitment is to be there. There for life.
201 to 500 staff
Paramount Commerce
Paramount Commerce is on a mission to simplify payments and is Canada’s leading pay by bank payment partner. Our patented technology is used by millions of consumers and has processed over $100 billion in volume. Offering one-click payments, a robust risk management system, a best-in-class experience, seamless integration, and over 20 years of industry experience, Paramount Commerce creates raving fans of both merchants and consumers.
51 to 200 staff
Pay2day Inc
PAY2DAY is a different kind of payday loan lender founded on the simple principle of "the customer comes first". We understand the need for an occasional short-term payday loan and do our best to make it as easy as possible to acquire. When you come to PAY2DAY for your payday loan it really is like money in the bank. The process is so quick and easy that we bet you've spent just as much time using the bank machine as you would getting an advance with us. We never ask you why you need the money and when it comes to paying it back, we offer several easy repayment options. PAY2DAY started in 2006 offering small loans through virtual internet lending, providing a fast, friendly and convenient way of securing an advance without leaving your home or office. The need for our services grew and, in 2008, we opened our first location to serve you in person. PAY2DAY has several convenient locations in Ontario to service you with more opening soon. PAY2DAY continues to offer competitive rates and has added many new products and services such as cheque cashing, Western Union wire transfers, foreign currency exchange, money orders, and prepaid credit cards. To inquire about how we can be of service to you, please contact us anytime. We will be happy to answer any questions you may have.
51 to 200 staff
Paymentevolution
PaymentEvolution provides easy to use, secure online payroll, payments HR, and benefits management services to small and mid-sized businesses across Canada. Accountants, CPA firms and financial institutions rely on us for payroll expertise and services for their clientele. We’re bringing innovation and simplicity back into the payroll market – from new ways to pay your employees to our open developer program. We’re making it easier for you to process your payroll and give your employees a great experience with their pay slips. PaymentEvolution is privately held and operates from Toronto, Ontario. Our founders have decades of experience in software development, the financial industry and delivering innovative solutions. We are focused on empowering businesses and making complex processes like payroll simple.
51 to 200 staff
Paystone
Hey, we're Paystone. Our payment, loyalty, gift card, and customer engagement solutions are used at over business locations across North America, including Aldo, The Source, and 50 of the MTY Food Group's restaurant brands. Paystone’s seamless product suite transforms everyday transactions into meaningful customer interactions and opportunities for growth.
51 to 200 staff
Pbi Actuarial Consultants Pbi Conseillers En Actuariat
PBI Actuarial Consultants Ltd. is a dynamic and growing company focused on providing actuarial, administrative and investment consulting services for pension plans, benefit plans, and other trust funds across Canada. Visit our website at to learn about our services or connect with our experts for more information. PBI Conseillers en actuariat ltée est une firme dynamique et en croissance, se spécialisant dans les services-conseils en matière de régimes de retraite, de régimes d’assurance collective et de gestion d’actif au Canada. Visitez le site Web de PBI au afin de vous familiariser avec nos différents services de consultation.
51 to 200 staff
Pegasus Mortgage Lending Center
The Pegasus Story: Our story began in a small borough of Toronto, Canada. Our principle broker incorporated the company and opened its doors to the public in August 2008. During that time, we were a one-person brokerage. We had a tough beginning. In October 2008 Canada entered into an official recession which was led on by the Global Financial Market crash. But that did not hinder our growth! We preserved through the dark days of the recession and started growing slowly and steadily. Pegasus founders developed a business model based on providing professional and impartial advice to our clients. A business model which offers an excellent and ethical customer service experience. Our model grew based on strong support and training of our agents and staff. It developed further to ensure knowledgeable and compliant services are provided to our clients. Over the years, Pegasus has become a leader in today’s mortgage industry by providing proficient mortgage advice and financial solutions to our valuable clients. Our Partners & Our Roots: As Pegasus grew over the years we established new, strong and lasting working relationships with our lending and business partners. But did not forget our roots! Today Pegasus is partnered with several well-known lending and financial institutions, however, our staff and agents continue to offer impartial advice and keep their clients’ interest as first priority. See more at:
51 to 200 staff
Penderfund Capital Management
Pender was founded in 2003 and is an independent, employee-owned investment firm located in Vancouver, British Columbia. Our goal is to protect and grow wealth for our investors over time. We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage our suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve our goal. We believe that small and nimble funds, such as ours, can be opportunistic, accessing unique investment opportunities that are potentially rewarding for investors. We believe that funds with concentrated portfolios of value‐based investments have the potential to generate superior long‐term, risk‐adjusted returns. We believe that managers who have their own financial interests aligned with those of investors show greater conviction and act with heightened vigilance of both risks and opportunities. We believe that a diverse and inclusive team drives more rounded conversations, leading to better decision making for our funds.
51 to 200 staff
Pi Financial Corp
Effective May 1, 2024, PI Financial Corp.(PI) has officially changed its name to Ventum Financial Corp.(Ventum). This rebrand is part of the amalgamation process between PI and Echelon Wealth Partners (EWP), previously announced in March 2023. The amalgamation which, subject to regulatory approval, will occur on June 24, 2024 Ventum is a leading, independent investment dealer which provides a full range of investment products and services for individual, corporate and institutional investors. Since its establishment in 1982, PI, and now Ventum, has become one of Canada’s largest independent dealers with over 300 employees from Toronto west to our headquarters in Vancouver, BC. Our experienced Investment Advisors, Portfolio Managers, and Commodities Futures Advisors are driven by a singular purpose of helping clients achieve their investment, capital or corporate objectives. Whether it is planning for retirement, income, or capital appreciation, Ventum has the advisor suited to your unique needs. As one of Canada’s top investment banks for small to mid-cap Canadian companies we provide expertise across a variety of growth sectors. Our Capital Markets professionals deliver a full range of research, investment banking, advisory, and institutional sales & trading services. Ventum Financial Corp. is a member of the Canadian Investment Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO).
201 to 500 staff
Pinnacle Wealth Brokers
Pinnacle Wealth, situated in Calgary, Alberta, is a rapidly expanding financial services firm. Registered as an exempt market dealer, portfolio manager, mutual fund dealer, and investment fund manager in specific Canadian jurisdictions, Pinnacle Wealth offers private investment opportunities to eligible Canadian investors and institutions facilitated through a network of registered dealing representatives. The firm provides avenues for public market access via specialized portfolio management options, specialized corporate finance, and investment fund management services to both public and private organizations throughout North America. Embracing an entrepreneurial mindset, Pinnacle Wealth has established itself as one of the largest and most rapidly growing Exempt Market Dealers in Canada. Recognized as an industry leader, the firm is acclaimed for its innovative approaches in raising capital within private markets, contributing to the expansion of both domestic and international economies.
51 to 200 staff
Planswell
Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of thousands of free financial plans for consumers so they can know exactly what to do, each month, to maintain their lifestyle in retirement.
11 to 50 staff
Plooto
Plooto is the all-in-one payment automation platform that helps small and midsize businesses—and their accountants and bookkeepers—streamline accounts payable and receivable in one secure, easy-to-use solution. With automated workflows, built-in controls, and seamless accounting software integration, Plooto reduces manual work, minimizes risk, and eliminates costly human errors. Designed to keep businesses in the driver’s seat, Plooto ensures that funds move with explicit approvals and full visibility—helping firms and their clients save time, stay compliant, and scale with confidence. Founded in 2015 and headquartered in Toronto, Plooto serves over businesses across North America and integrates with QuickBooks, Xero, and NetSuite for effortless reconciliation. Start your free 30-day trial at plooto.com.
51 to 200 staff
